Annis Gardner Whiting Capital Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Buy |
21,131
+184
| +0.9% | +$13K | 0.52% | 35 |
|
|
2025
Q1 | $1.53M | Hold |
20,947
| – | – | 0.65% | 30 |
|
|
2024
Q4 | $1.31M | Hold |
20,947
| – | – | 0.37% | 53 |
|
|
2024
Q3 | $1.38M | Sell |
20,947
-68
| -0.3% | -$4.49K | 0.39% | 46 |
|
|
2024
Q2 | $1.52M | Buy |
21,015
+20,947
| +30,804% | +$1.51M | 0.43% | 41 |
|
|
2024
Q1 | $4.56K | Sell |
68
-75
| -52% | -$5.03K | ﹤0.01% | 771 |
|
|
2023
Q4 | $9.41K | Hold |
143
| – | – | ﹤0.01% | 483 |
|
|
2023
Q3 | $9.21K | Buy |
+143
| New | +$9.21K | ﹤0.01% | 473 |
|